+446.0%
PWR vs CI
+42.7%
+403.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.8% |
| 7D | +3.6% | +1.3% | +2.3% | +3.5% |
| 30D | -8.6% | +4.4% | -13.0% | -8.8% |
| 3M | -13.2% | +0.7% | -13.8% | -13.4% |
| 6M | +9.9% | +0.3% | +9.6% | +9.5% |
| YTD | +48.0% | +3.8% | +44.2% | +47.1% |
| 1Y | +66.2% | -5.5% | +71.7% | +66.0% |
| 3Y | +195.1% | +8.1% | +187.0% | +182.1% |
| All | +446.0% | +42.7% | +403.3% | +379.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling